Building Project Teams › Staff Project Tasks › How to Replace Staff Assigned to Projects or Tasks

How to Replace Staff Assigned to Projects or Tasks

You can only replace staff members on unlocked projects. However, if the project is locked, you may be allowed to replace a staff member role only (without replacing tasks) depending on the project management settings.

Note: Contact your CA Clarity PPM administrator or see the Administration Guide for more information.

If the project is unlocked, in which case you are allowed to replace not only resources and roles but also assignments, you can transfer assignments when a role or resource is replaced by a single resource and the original role or resource has no allocation remaining.You can replace:

• A resource with a role or a different resource. If the resource being replaced is the same as the resource coming in, nothing is updated or transferred and an error message appears at the top of the Team page indicating that the resource was not booked as it already exists on the team.
• A role with a resource or a different role. When you replace a role with a resource that is already assigned to the project or investment, the allocation from the role is added to the resource's existing allocation and the role's allocation is decremented by what was added to the resource.

You can replace a staff member assignment in the following ways:

• Use an availability score. Use this replacement method to replace a staff member assigned to a task when you want to use an availability score to find a replacement at the team level.
• Replace staff assignment with an unassigned team member. Use this replacement method to replace a staff member assigned to a task with a member who is assigned to the same team but not to the same task.
• Replace staff assignment with an assigned team member. Use this replacement method when you want to replace a staff member with any other member of the same staff, including those already assigned to the task.

Important! When replacing staff assigned to a project or project task, you can overallocate the member who is replacing the previous member or members.

More information:

How Data Transfers to Replacement Staff

Role Replacement Behavior

Use Availability Score to Find Staff Replacements

Replace Staff Assignments with Unassigned Team Member

Replace Staff Assignments with Assigned Team Member

Staff Allocations